0001085146-23-002388.txt : 20230515 0001085146-23-002388.hdr.sgml : 20230515 20230515134758 ACCESSION NUMBER: 0001085146-23-002388 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AMUSSEN HUNSAKER ASSOCIATES LLC CENTRAL INDEX KEY: 0001131181 IRS NUMBER: 472717610 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18139 FILM NUMBER: 23920688 BUSINESS ADDRESS: STREET 1: 960 N 400 E CITY: NSL STATE: UT ZIP: 84054 BUSINESS PHONE: 801-575-6427 MAIL ADDRESS: STREET 1: 960 N 400 E CITY: NSL STATE: UT ZIP: 84054 FORMER COMPANY: FORMER CONFORMED NAME: Amussen Hunsaker & Associates LLC DATE OF NAME CHANGE: 20170811 FORMER COMPANY: FORMER CONFORMED NAME: AMUSSEN HUNSAKER & ASSOCIATES INC /ADV DATE OF NAME CHANGE: 20010104 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001131181 XXXXXXXX 03-31-2023 03-31-2023 false AMUSSEN HUNSAKER ASSOCIATES LLC
960 N 400 E NSL UT 84054
13F HOLDINGS REPORT 028-18139 N
BRIAN HUNSAKER MANAGING PARTER 801-575-6427 /s/BRIAN HUNSAKER SALT LAKE CITY UT 05-10-2023 0 88 405694734 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 377198 3847 SH SOLE 0 0 3847 ALLSTATE CORP COM 020002101 BBG001S9BM06 211204 1906 SH SOLE 0 0 1906 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 9358114 90249 SH SOLE 0 0 90249 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 19170936 184336 SH SOLE 0 0 184336 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 86800 8000 SH Call SOLE 0 0 8000 AMAZON COM INC COM 023135106 BBG001S5PQL7 32582315 315445 SH SOLE 0 0 315445 AMAZON COM INC COM 023135106 BBG001S5PQL7 145400 16000 SH Call SOLE 0 0 16000 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 25414677 154075 SH SOLE 0 0 154075 APPLE INC COM 037833100 BBG001S5N8V8 50989367 309263 SH SOLE 0 0 309263 APPLE INC COM 037833100 BBG001S5N8V8 647228 21500 SH Call SOLE 0 0 21500 AT&T INC COM 00206R102 BBG001S5VWH2 206759 10741 SH SOLE 0 0 10741 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 20489285 717911 SH SOLE 0 0 717911 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 21745 13500 SH Call SOLE 0 0 13500 BAXTER INTL INC COM 071813109 BBG001S5P1K3 455205 11223 SH SOLE 0 0 11223 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 47406751 153534 SH SOLE 0 0 153534 BOEING CO COM 097023105 BBG001S5P0V3 305636 1439 SH SOLE 0 0 1439 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 411330 5936 SH SOLE 0 0 5936 BROADCOM INC COM 11135F101 BBG00KHY5SY8 256616 400 SH SOLE 0 0 400 CAMPBELL SOUP CO COM 134429109 BBG001S5Q2B0 322898 5873 SH SOLE 0 0 5873 CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HZM1 629018 13749 SH SOLE 0 0 13749 CATERPILLAR INC COM 149123101 BBG001S5PJ06 1020109 4458 SH SOLE 0 0 4458 CATHAY GEN BANCORP COM 149150104 BBG001S6PB10 1074455 31126 SH SOLE 0 0 31126 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 891343 5463 SH SOLE 0 0 5463 COCA COLA CO COM 191216100 BBG001S5SMQ8 220145 3549 SH SOLE 0 0 3549 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 804061 1618 SH SOLE 0 0 1618 DEERE & CO COM 244199105 BBG001S5QFF7 404623 980 SH SOLE 0 0 980 DISNEY WALT CO COM 254687106 BBG001S5QHF3 8538656 85214 SH SOLE 0 0 85214 EATON CORP PLC SHS G29183103 BBG001S5QZ45 1028040 6000 SH SOLE 0 0 6000 EMERSON ELEC CO COM 291011104 BBG001S5QVT7 784260 9000 SH SOLE 0 0 9000 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 900897 8219 SH SOLE 0 0 8219 FRANCO NEV CORP COM 351858105 BBG001STGSR5 398617 2734 SH SOLE 0 0 2734 FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 270251 6606 SH SOLE 0 0 6606 FS KKR CAP CORP COM 302635206 BBG001YCZQ07 761672 41171 SH SOLE 0 0 41171 GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 220550 2307 SH SOLE 0 0 2307 GLACIER BANCORP INC NEW COM 37637Q105 BBG001S6HGM5 453036 10784 SH SOLE 0 0 10784 HEALTHEQUITY INC COM 42226A107 BBG001T8JKN8 3193998 54403 SH SOLE 0 0 54403 HEPION PHARMACEUTICALS INC COM 426897104 BBG005Y0S0K7 10332 13306 SH SOLE 0 0 13306 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1412841 4789 SH SOLE 0 0 4789 INTEL CORP COM 458140100 BBG001S5SF65 304941 9336 SH SOLE 0 0 9336 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 898647 2798 SH SOLE 0 0 2798 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1677740 48000 SH Call SOLE 0 0 48000 ISHARES TR BLACKROCK ULTRA 46434V878 BBG005PCDCZ5 2071152 41217 SH SOLE 0 0 41217 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 19987689 128953 SH SOLE 0 0 128953 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 423972 3255 SH SOLE 0 0 3255 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 328436 2447 SH SOLE 0 0 2447 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1387761 3819 SH SOLE 0 0 3819 MCDONALDS CORP COM 580135101 BBG001S5T110 2988226 10687 SH SOLE 0 0 10687 MERCK & CO INC COM 58933Y105 BBG001S5TC52 877925 8252 SH SOLE 0 0 8252 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 19361827 91333 SH SOLE 0 0 91333 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 71505 1400 SH Call SOLE 0 0 1400 MICROSOFT CORP COM 594918104 BBG001S5TD05 30628618 106229 SH SOLE 0 0 106229 MICROSOFT CORP COM 594918104 BBG001S5TD05 255635 4600 SH Call SOLE 0 0 4600 NETFLIX INC COM 64110L106 BBG001SF6L46 11057295 31995 SH SOLE 0 0 31995 NETFLIX INC COM 64110L106 BBG001SF6L46 182490 1400 SH Call SOLE 0 0 1400 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 5896274 21220 SH SOLE 0 0 21220 OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 579997 6872 SH SOLE 0 0 6872 PDS BIOTECHNOLOGY CORP COM 70465T107 BBG004NCDKL7 461348 75016 SH SOLE 0 0 75016 PEPSICO INC COM 713448108 BBG001S695T1 3415139 18734 SH SOLE 0 0 18734 PFIZER INC COM 717081103 BBG001S5V466 529579 12981 SH SOLE 0 0 12981 PPG INDS INC COM 693506107 BBG001S5VC13 1084269 8117 SH SOLE 0 0 8117 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 2441161 16418 SH SOLE 0 0 16418 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 14218087 145187 SH SOLE 0 0 145187 SALESFORCE INC COM 79466L302 BBG001SDLP09 426430 2134 SH SOLE 0 0 2134 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 300110 4434 SH SOLE 0 0 4434 SEMPRA COM 816851109 BBG001SBVZ73 226740 1500 SH SOLE 0 0 1500 SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 1672412 10856 SH SOLE 0 0 10856 SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 9460 34400 SH Put SOLE 0 0 34400 SOFI TECHNOLOGIES INC COM 83406F102 BBG00YB1ZF08 227029 37279 SH SOLE 0 0 37279 SOLO BRANDS INC COM CL A 83425V104 BBG012TKHLF7 90827 12650 SH SOLE 0 0 12650 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 376884 2057 SH SOLE 0 0 2057 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 2606456 6363 SH SOLE 0 0 6363 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 3068032 59300 SH Call SOLE 0 0 59300 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 284533 2300 SH SOLE 0 0 2300 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 1258780 2184 SH SOLE 0 0 2184 UBS AG LONDON BRANCH EN LG CP GRWTH 902677780 BBG006MDLND5 393772 818 SH SOLE 0 0 818 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 1354819 5431 SH SOLE 0 0 5431 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 390903 1039 SH SOLE 0 0 1039 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 898105 5657 SH SOLE 0 0 5657 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 2740859 13429 SH SOLE 0 0 13429 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 325941 6816 SH SOLE 0 0 6816 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 15611524 194609 SH SOLE 0 0 194609 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 801998 13700 SH SOLE 0 0 13700 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 3202018 30351 SH SOLE 0 0 30351 VANGUARD WORLD FD MEGA GRWTH IND 921910816 BBG001T0Y6W9 258092 1262 SH SOLE 0 0 1262 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1929724 49545 SH SOLE 0 0 49545 VISA INC COM CL A 92826C839 BBG001SRCFY3 11512657 50992 SH SOLE 0 0 50992 WALMART INC COM 931142103 BBG001S5XH92 2378305 16130 SH SOLE 0 0 16130 YUM BRANDS INC COM 988498101 BBG001S7JQ30 342243 2591 SH SOLE 0 0 2591